BFIM
SFBC

Beese Fulmer Investment Management’s Sound Financial Bancorp SFBC Stock Holding History

Beese Fulmer Investment Management’s Portfolio SFBC Stock Details SFBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,200
Closed -$239K – 295
2025
Q2 		$239K Sell
5,200
-330
-6% -$16.4K 0.02% 262
2025
Q1 		$277K Hold
5,530
– – 0.02% 206
2024
Q4 		$291K Sell
5,530
-5,000
-47% -$269K 0.02% 195
2024
Q3 		$563K Hold
10,530
– – 0.05% 144
2024
Q2 		$463K Sell
10,530
-550
-5% -$22.3K 0.04% 152
2024
Q1 		$445K Hold
11,080
– – 0.04% 152
2023
Q4 		$432K Hold
11,080
– – 0.04% 155
2023
Q3 		$407K Hold
11,080
– – 0.05% 158
2023
Q2 		$396K Hold
11,080
– – 0.04% 162
2023
Q1 		$410K Hold
11,080
– – 0.05% 164
2022
Q4 		$449K Hold
11,080
– – 0.05% 158
2022
Q3 		$449K Hold
11,080
– – 0.06% 149
2022
Q2 		$420K Hold
11,080
– – 0.05% 159
2022
Q1 		$422K Hold
11,080
– – 0.05% 162
2021
Q4 		$488K Hold
11,080
– – 0.05% 160
2021
Q3 		$499K Hold
11,080
– – 0.06% 158
2021
Q2 		$480K Buy
11,080
+550
+5% +$23.1K 0.05% 154
2021
Q1 		$438K Hold
10,530
– – 0.05% 154
2020
Q4 		$334K Buy
10,530
+330
+3% +$9.99K 0.04% 164
2020
Q3 		$299K Hold
10,200
– – 0.04% 157
2020
Q2 		$242K Hold
10,200
– – 0.04% 167
2020
Q1 		$218K Hold
10,200
– – 0.04% 163
2019
Q4 		$367K Hold
10,200
– – 0.05% 151
2019
Q3 		$367K Buy
10,200
+2,700
+36% +$95.1K 0.06% 149
2019
Q2 		$256K Hold
7,500
– – 0.05% 150
2019
Q1 		$255K Hold
7,500
– – 0.05% 144
2018
Q4 		$244K Buy
7,500
+1,500
+25% +$53.6K 0.05% 141
2018
Q3 		$237K Hold
6,000
– – 0.05% 161
2018
Q2 		$234K Hold
6,000
– – 0.05% 163
2018
Q1 		$220K Hold
6,000
– – 0.05% 164
2017
Q4 		$206K Hold
6,000
– – 0.04% 180
2017
Q3 		$204K Buy
+6,000
New +$191K 0.05% 177

Other funds holding SFBC

SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $113M AUM 11.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beese Fulmer Investment Management's SFBC Position: Q3 2025 in Review

Beese Fulmer Investment Management sold out of Sound Financial Bancorp (SFBC) in Q3 2025, closing a stake of 5,200 shares — an estimated $239K sold.

Beese Fulmer Investment Management first reported a position in SFBC in Q3 2017 and held it in 32 quarters. The position peaked at $563K in Q3 2024. 45 funds tracked by Wall St. Rank hold SFBC as of Q3 2025.

  • Beese Fulmer Investment Management reported no remaining Sound Financial Bancorp position as of Q3 2025 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 5,200 Sound Financial Bancorp shares in Q3 2025, an estimated $239K.
  • Beese Fulmer Investment Management first reported a position in Sound Financial Bancorp in Q3 2017 and held it in 32 quarters.
  • Beese Fulmer Investment Management's Sound Financial Bancorp position peaked at $563K in Q3 2024.
  • 45 funds tracked by Wall St. Rank held Sound Financial Bancorp as of Q3 2025.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.